Position in EFX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,332
-$1,973 QoQ
Shares Held
84
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#718
of 830 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $356,929 across 3 Consulting Services names. EFX ranks #3 (3.7% of the industry book) .
All Filings in EFX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,332 | 84 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,305 | 85 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||